Avantax Planning Partners, Inc. Vanguard Star Fd Vanguard Tota Transaction History

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 423,683 shares of VXUS stock, worth $28.4 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

423,683

Previous 420,525 0.75%

Holding current value

$28.4 Million

Previous $24.8 Million 6.17%

% of portfolio

0.94%

Previous 0.9%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$58.01 - $64.46 $183,195 - $203,564	3,158 Added 0.75%	423,683 $26.3 Million
Q4 2024 Feb 07, 2025	SELL	$58.88 - $64.8 $93,442 - $102,837	-1,587 Reduced 0.38%	420,525 $24.8 Million
Q3 2024 Nov 13, 2024	SELL	$58.03 - $65.37 $4.73 Million - $5.33 Million	-81,517 Reduced 16.19%	422,112 $27.3 Million
Q2 2024 Aug 09, 2024	SELL	$57.86 - $62.21 $2.37 Million - $2.55 Million	-40,940 Reduced 7.52%	503,629 $30.4 Million
Q1 2024 May 02, 2024	SELL	$55.74 - $60.35 $2.49 Million - $2.69 Million	-44,634 Reduced 7.58%	544,569 $32.8 Million
Q4 2023 Feb 09, 2024	BUY	$51.06 - $57.96 $1.6 Million - $1.82 Million	31,356 Added 5.62%	589,203 $34.2 Million
Q3 2023 Nov 03, 2023	SELL	$53.3 - $58.26 $226,898 - $248,012	-4,257 Reduced 0.76%	557,847 $29.9 Million
Q2 2023 Jul 17, 2023	SELL	$54.28 - $57.76 $1.19 Million - $1.26 Million	-21,887 Reduced 3.75%	562,104 $31.5 Million
Q1 2023 Apr 20, 2023	SELL	$52.07 - $56.74 $492,842 - $537,044	-9,465 Reduced 1.59%	583,991 $32.2 Million
Q4 2022 Feb 09, 2023	BUY	$45.45 - $53.83 $3.86 Million - $4.57 Million	84,938 Added 16.7%	593,456 $30.7 Million
Q3 2022 Oct 14, 2022	BUY	$45.75 - $54.53 $12.7 Million - $15.1 Million	277,638 Added 120.25%	508,518 $23.3 Million
Q2 2022 Jul 18, 2022	BUY	$51.07 - $60.88 $3.6 Million - $4.29 Million	70,412 Added 43.88%	230,880 $11.9 Million
Q1 2022 May 09, 2022	SELL	$55.42 - $64.7 $2.28 Million - $2.66 Million	-41,182 Reduced 20.42%	160,468 $9.59 Million
Q4 2021 Jan 28, 2022	BUY	$61.51 - $66.09 $12.1 Million - $13 Million	196,692 Added 3967.16%	201,650 $12.8 Million
Q3 2021 Oct 27, 2021	BUY	$63.26 - $67.0 $2,656 - $2,814	42 Added 0.85%	4,958 $314,000
Q2 2021 Aug 10, 2021	BUY	$63.55 - $67.5 $127 - $135	2 Added 0.04%	4,916 $323,000
Q1 2021 May 06, 2021	BUY	$60.31 - $64.68 $60 - $64	1 Added 0.02%	4,914 $308,000
Q4 2020 Feb 04, 2021	SELL	$50.97 - $60.55 $162,186 - $192,670	-3,182 Reduced 39.31%	4,913 $296,000
Q3 2020 Oct 28, 2020	SELL	$49.42 - $54.25 $28,762 - $31,573	-582 Reduced 6.71%	8,095 $422,000
Q2 2020 Jul 15, 2020	SELL	$40.36 - $51.42 $800,419 - $1.02 Million	-19,832 Reduced 69.56%	8,677 $427,000
Q1 2020 Apr 27, 2020	SELL	$36.75 - $56.64 $2.12 Million - $3.27 Million	-57,746 Reduced 66.95%	28,509 $1.2 Million
Q4 2019 Jan 15, 2020	SELL	$50.39 - $55.96 $278,052 - $308,787	-5,518 Reduced 6.01%	86,255 $4.8 Million
Q3 2019 Nov 08, 2019	BUY	$51.46 - $52.73 $11,681 - $11,969	227 Added 0.25%	91,773 $4.74 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-3,250 Reduced 3.43%	91,546 $4.83 Million
Q1 2019 May 08, 2019	SELL	N/A	-26,357 Reduced 21.76%	94,796 $4.92 Million
Q4 2018 Feb 14, 2019	BUY	N/A	117,783 Added 3495.04%	121,153 $5.72 Million
Q3 2018 Nov 13, 2018	BUY	N/A	3,370 New	3,370 $182,000
Q2 2018 Aug 13, 2018	SELL	N/A	-3,370 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	3,370 New	3,370 $191,000

Others Institutions Holding VXUS

# of Institutions

1,448

Shares Held

359M

Call Options Held

128K

Put Options Held

132K

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About VANGUARD STAR FD VANGUARD TOTA

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Avantax Planning Partners, Inc. Vanguard Star Fd Vanguard Tota Transaction History